{"id":9623,"date":"2026-07-31T18:25:19","date_gmt":"2026-07-31T08:25:19","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9623"},"modified":"2026-07-31T18:25:20","modified_gmt":"2026-07-31T08:25:20","slug":"amillex-daily-market-review-fed-rate-cut-expectations-lift-gold-near-highs-regional-security-plan-caps-crude-oil-gains","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2026\/07\/31\/amillex-daily-market-review-fed-rate-cut-expectations-lift-gold-near-highs-regional-security-plan-caps-crude-oil-gains\/","title":{"rendered":"Amillex kundalik bozor sharhi | Fed stavkasini pasaytirish bo'yicha kutilgan natijalar oltinni eng yuqori cho'qqilarga yaqinlashtirdi; Mintaqaviy xavfsizlik rejasi xom neft daromadlarini cheklaydi"},"content":{"rendered":"

2026-yil 31-iyul<\/strong> \u2014 Osiyo savdosining dastlabki davrida global bozorlar aniq tafovutni ko'rsatdi. Spot oltin yaqinda konsolidatsiya qilinganidan so'ng yangi sur'atlarga erishdi va atrofda o'zgarib turdi. $4,110\/oz<\/strong>. Sariq metalning tiklanishi, asosan, stavkalarning pasayishi kutilgan AQSh dollarining zaiflashishi va AQSh inflyatsiya ma'lumotlarining pasayishi bilan bog'liq edi. Bu kombinatsiya makro likvidlikni kengaytirdi va buqa kayfiyatining nazoratni qayta tiklashiga imkon berdi.<\/p>\n\n\n\n

Aksincha, xom neft tortishuvda qoldi, WTI esa yaqinlashib kelmoqda $84\/barrel<\/strong>. Savdogarlar Saudiya Arabistoni boshchiligidagi Turkiya, Pokiston, Misr va boshqa 11 davlat tomonidan Qizil dengiz va unga tutash suvlarni himoya qilish bo'yicha ko'p millatli dengiz xavfsizligi tashabbusini diqqat bilan kuzatib bormoqdalar. Bozorlar, agar ushbu mexanizm dengiz tartibini muvaffaqiyatli tiklasa, avvalgi ta'minot cheklovlari va transport xavfi uchun to'lovlar yo'qolib, potentsial ortiqcha taklif tufayli neft narxining oshishiga to'g'ridan-to'g'ri cheklov qo'yishini kutmoqdalar.<\/p>\n\n\n\n

<\/div>\n\n\n\n

Aktivlar sinflari va fundamental tahlil<\/strong><\/p>\n\n\n\n

<\/div>\n\n\n\n

1. AQSh fond bozori<\/strong><\/p>\n\n\n\n

Indeks samaradorligi<\/strong><\/p>\n\n\n\n

    \n
  • Dow Jones sanoat o'rtacha ko'rsatkichi (DJI):<\/strong> Da 52,213.21<\/strong>, yuqoriga 614.06 ball (+1.19%)<\/strong>. Yuqori qiymatli va tsiklik aksiyalarning kuchli tiklanishi Dow Jones indeksini yirik tengdoshlaridan ustun turishga undadi, bu esa ushbu siyosatni o'zgartirish davrida an'anaviy pul oqimiga boy sektorlarga kapital oqimini ko'rsatdi.<\/li>\n\n\n\n
  • S&P 500 (SP500):<\/strong> Da 7,471.43<\/strong>, yuqoriga 20.33 ball (+0.27%)<\/strong>. Indeks belgilangan chegarani buzgandan so'ng tor diapazonda mustahkamlandi. 7,450<\/strong> mega kapitalizatsiyalangan texnologiya aksiyalari aralash ko'rsatkichlarni ko'rsatganligi sababli, umumiy o'rtacha o'sish kuzatildi.<\/li>\n\n\n\n
  • Nasdaq 100 (NQ1!):<\/strong> Da 28,437.00<\/strong>, yuqoriga 199.25 ball (+0.71%)<\/strong>. Texnologiya o'sishiga ega aksiyalar avvalgi o'sishlarni o'zlashtirgandan so'ng sotib olishni qo'llab-quvvatladi, ammo yuqori qiymatga ega gigantlar daromadlarni qayta kalibrlash bilan bog'liq bosimlarga duch kelishda davom etmoqda.<\/li>\n<\/ul>\n\n\n\n

    Aksiyaning asosiy jihatlari<\/strong><\/p>\n\n\n\n

      \n
    • Tesla (TSLA):<\/strong> Yopiq vaqt $308.85 (+3.53%)<\/strong>. Kuchli operatsion ko'rsatkichlar va avtonom haydashni tijoratlashtirishga oid optimizm tufayli mustahkam oqimlar aksiyalarni qaytarib olishga yordam berdi. $300<\/strong> belgi.<\/li>\n\n\n\n
    • Intel (INTC):<\/strong> To'xtatildi $91.13 (+11.30%)<\/strong>. Uning quyish bo'limidagi yutuqlar va ijobiy rahbarlik qisqa muddatli qoplama va agressiv xaridlarni keltirib chiqardi, bu esa uni texnologiya sohasidagi eng yaxshi harakatlantiruvchi kuchga aylantirdi.<\/li>\n\n\n\n
    • Amazon (AMZN):<\/strong> Rose to $235.50 (+3.90%)<\/strong>. Elektron tijorat va AWSdagi barqarorlik investorlarning investitsiya qilingan kapitalning daromadliligiga (ROIC) ishonchini oshirdi.<\/li>\n\n\n\n
    • Apple (AAPL):<\/strong> Yiqildi $333.43 (-1.41%)<\/strong>. Sektorlarning almashinuvi investorlarga foydani saqlab qolishga va aksiyalarni yuqori darajada ushlab turishga olib keldi.<\/li>\n\n\n\n
    • Alifbo\/Google (GOOG):<\/strong> Pastga tushirildi $333.66 (-0.91%)<\/strong>. Qisqa muddatli marjaga ta'sir qiluvchi sun'iy intellekt infratuzilmasi xarajatlari bilan bog'liq xavotirlar aksiyalarni yuqorida birlashtirishda davom etdi. $330<\/strong>.<\/li>\n<\/ul>\n\n\n\n
      <\/div>\n\n\n\n

      2. Valyuta bozori<\/strong><\/p>\n\n\n\n

        \n
      • AQSh dollari indeksi (DXY):<\/strong> Turgan joyida 100.080 (+0.11%)<\/strong>. Fedning stavka bo'yicha qarg'a moyilligi dollarga tiklanish va yuqorida ushlab turish imkonini berdi. 100<\/strong> psixologik daraja, AQSh dollaridan tashqari valyutalarga bosim o'tkazmoqda.<\/li>\n\n\n\n
      • USD\/JPY:<\/strong> Sakrab o'tdi 160.318 (+0.48%)<\/strong>. Yuqori daromadlilik farqlari carry trade-larini rivojlantirishda davom etdi va bu juftlikni kritik chegaradan o'tkazdi. 160<\/strong> Yaponiya Bankining og'zaki yoki jismoniy aralashuviga qarshi bozorlarni yuqori darajada ogohlantirish va belgilash.<\/li>\n\n\n\n
      • Yevro\/AQSh dollari:<\/strong> Slayd 1.15236 (-0.03%)<\/strong>. Yevro hududining sust iqtisodiy o'sishi, AQShga nisbatan noqulay kurs farqlari bilan birgalikda, yevro kursi oralig'ini past darajada ushlab turdi. 1.1550<\/strong>.<\/li>\n<\/ul>\n\n\n\n
        <\/div>\n\n\n\n

        3. Qimmatbaho metallar va tovarlar<\/strong><\/p>\n\n\n\n

        Qimmatbaho metallar<\/strong><\/p>\n\n\n\n

          \n
        • Spot Gold (XAUUSD):<\/strong> Da $4,101.11\/oz (-0.05% \/ -$2.16)<\/strong>. Oltin yuqorida konsolidatsiyalangan $4,100<\/strong>. AQSh dollarining mustahkamlanishi darhol o'sishni to'xtatdi, ammo davom etayotgan geosiyosiy xavflar va markaziy bankning xaridlari uning o'rta va uzoq muddatli xavfsiz boshpana mukofotini qo'llab-quvvatlashda davom etmoqda.<\/li>\n\n\n\n
        • Spotli kumush (XAGUSD):<\/strong> Qadar $59.076\/oz (+0.15%)<\/strong>. Kumush oltindan biroz ustunroq bo'lib, texnik bazani qurayotgan bir paytda, uning sanoat va xavfsiz boshpana xususiyatlaridan qo'llab-quvvatlandi. $59<\/strong>.<\/li>\n<\/ul>\n\n\n\n

          Tovarlar<\/strong><\/p>\n\n\n\n

            \n
          • WTI xom nefti (XTIUSD):<\/strong> Da $84.28\/barrel (+0.06%)<\/strong>. Ta'minot xavfi va yumshoq qo'nish haqidagi hikoyalar bilan qo'llab-quvvatlanadigan barqaror talab kutilmalari bilan WTI yuqorida qat'iy turib oldi. $84\/barrel<\/strong>.<\/li>\n<\/ul>\n\n\n\n
            <\/div>\n\n\n\n

            4. Kripto va makro dinamika<\/strong><\/p>\n\n\n\n

              \n
            • Bitcoin (BTCUSD):<\/strong> Da $64,738 (+0.03%)<\/strong>. Makro likvidlikning keskin pasayishi fonida Bitcoin yon tomonga savdo qildi. $64,000\u2013$65,000<\/strong> yo'lak, bu susaygan xavf ishtahasini aks ettiradi.<\/li>\n\n\n\n
            • Ethereum (ETHUSD):<\/strong> Da $1,917.05 (+0.01%)<\/strong>. ETH bo'ysunib, unga yopishib oldi $1,900<\/strong> Kapital afzalligi an'anaviy yuqori daromadli qat'iy daromad va oltinga yo'naltirilganligi sababli burilish nuqtasi paydo bo'ldi.<\/li>\n<\/ul>\n\n\n\n
              <\/div>\n\n\n\n

              5. Bugungi muhim voqealar<\/strong><\/p>\n\n\n\n

                \n
              • Tokio Core CPI YoY (Yaponiya)<\/li>\n\n\n\n
              • Yaponiya Banki (BoJ) foiz stavkasi bo'yicha qaror<\/li>\n\n\n\n
              • BoJ pul-kredit siyosati bayonoti va istiqbollar to'g'risidagi hisobot<\/li>\n\n\n\n
              • BoJ gubernatorining matbuot anjumani<\/li>\n\n\n\n
              • Yevrozona asosiy CPI va o'tgan yilgi CPI ko'rsatkichlari<\/li>\n\n\n\n
              • Kanada oylik yalpi ichki mahsuloti<\/li>\n\n\n\n
              • AQSh ish bilan ta'minlash xarajatlari indeksi QQ<\/li>\n\n\n\n
              • AQSh Michigan iste'molchilar kayfiyati indeksi va 1 yillik inflyatsiya kutilmalari (yakuniy)<\/li>\n<\/ul>\n\n\n\n
                <\/div>","protected":false},"excerpt":{"rendered":"

                July 31, 2026 \u2014 Global markets exhibited a clear divergence during early Asian trading. Spot gold gathered fresh momentum following a recent consolidation, hovering around $4,110\/oz. The yellow metal\u2019s rebound was primarily driven by a weakening US Dollar amid rate-cut expectations, coupled with softer US inflation data. This combination expanded macro liquidity, allowing bullish sentiment […]<\/p>\n","protected":false},"author":11,"featured_media":9624,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-9623","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9623","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/comments?post=9623"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9623\/revisions"}],"predecessor-version":[{"id":9625,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/9623\/revisions\/9625"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/9624"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=9623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=9623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=9623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}